Advanced Micro Devices - Moderated (AMD) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 247.99

-4.2%

Nov 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: economaniack who wrote (225494)	2/6/2007 9:53:53 PM
From: eracer	Read Replies (1) of 275872

Re: Note what Charlie is saying. Production wafer starts now in early Feb. "Salable quantity in June or later" It is 5 months or more from production start to a limited release on a niche product and even longer to stockpile enough for a mainstream part. Like Charlie said, about three months from wafer in to chips out. Considering the slow 65-nm Brisbane ramp after introduction on December 5th, I'm not sure AMD even cares about "salable quantity" at launch. AMD may be satisfied with a token shipment of a thousand parts for introduction with real quantities ramping up a couple months later. If they start wafers in June that would mean meaningful sales start around Halloween. Perhaps that is why Randy Allen of AMD said: Q4 2007 will be when the first real impact of Barcelona comes through in AMD's financial statements. blogs.business2.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next